To pursue its goal, the fund normally invests at least 80 percent of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap Value Index at the time of purchase. Neuberger Berman is traded on NASDAQ Exchange in the United States. Downside deviation of 1.16% indicates contained downside behavior. Currently up 0.74% on the day. It is managed by Neuberger Berman.
Neuberger Berman Mid currently trades at $28.54, posting 0.74% up in today's market action. NEUBERGER BERMAN carries a 22% probability of significant NAV decline over the medium term. Over the last 90 trading days, it has produced modest risk-adjusted performance. The performance scores window runs from February 8, 2026 to May 9, 2026. Learn more.
Neuberger Berman Mid [NBREX] is traded in USA. The fund is listed under the Mid-Cap Value category and is part of the Neuberger Berman family. This fund now has accumulated $48.63 million in assets with no minimum investment requirements. Neuberger Berman Mid is currently producing a year-to-date (YTD) return of 5.94%, while the total return for the last 3 years is 12.13%. NEUBERGER BERMAN is an operator in the mid-cap value segment where revenue is driven by core operating activity and end-market demand.
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS
NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS NAV Analysis
Aligned With Model
Today
28.54
For Neuberger Berman Mid, valuation is derived from the weighted behavior of its portfolio constituents over a 3 months horizon. Pricing gaps often arise from short-term dislocations between fund value and underlying asset movements.
NEUBERGER BERMAN's daily data helps shareholders distinguish genuine momentum from short-lived noise in the fund's holdings. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating. For Mid-Cap Value mutual funds, daily metrics are most actionable near quarter-end when institutional rebalancing can affect the fund's holdings.
Forecast models for NEUBERGER BERMAN, which returned 31.5% over one year, use historical NAV data to estimate how the fund may perform under similar conditions. NEUBERGER BERMAN averaged 12.1% over three years. Forecast accuracy for mutual funds degrades over longer horizons as holdings and management decisions evolve. The forecast horizon should match the shareholder's actual holding period. Short-term models have limited relevance for long-term fund holders.
Performance context is typically read against category peers and stated objectives. The five-year return stands at 7.0%.
Methodology
Unless otherwise specified, data for Neuberger Berman Mid is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Neuberger Berman Mid market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: This report references public fund disclosures, holdings reports, and market data feeds and institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain datasets may update with delay depending on source availability. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Neuberger Berman Mid may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors